-
USD500k
in annual saving
-
5+
trading platforms supported
-
50%
more time for onshore team to focus on value-added tasks
Client Challenges
- The client required our support in managing the following workflows:
- Submit and monitor enablement requests from third-party platforms (Bloomberg, MarketAxess, Tradeweb, BondVision and Ion)
- Act as the central PoC for electronic changes required on these platforms to carry out changes to sales coverage, enablement, enablement swaps, reporting, etc.
- Coordinate and liaise with the onshore team (including regular reconciliations) to ensure data accuracy on a real-time basis
- Work with vendors to enhance the systems and processes followed
Our Approach
- Set up a team consisting of business analysts with exposure to different CRM platforms and advanced Excel skills
- Worked with the onshore team to understand the objective/impact of each system change
- Introduced processes to be followed to implement coverage changes, entitlements, enablements, etc. and documented them in collaboration with the onshore team
- Performed reconciliation to verify data accuracy
- Worked with vendors to create process efficiencies
- Produced reports (engagement reports, eSales platform reports, KPI trackers, etc.) to inform business decisions
Value Delivered
- Hassle-free end-to-end implementation
- Less or no time spent on administrative tasks and implementation
- 30-40% cost saving versus onshore hiring
- Ongoing validation of SOPs and process documentation
- Guaranteed access to real-time, accurate and streamlined processes and data to ensure operational efficiencies
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